Requesting for an agreement is the first stage of the contract management process. At this stage, users initiate agreements and find apposite documents. This capability is designed with the idea of having the contract requestor fill out necessary information around an agreement and have it auto-populated into the relevant Agreement template to create an Agreement Document for presenting to trading partner. For details, refer to CLM for Users.

• Setting Up Agreement Request ProcessSetting up an agreement request process enables the default process for managing and fulfilling Agreement Requests submitted by Requesters.

• Setting Up Rule-based Agreement Request Process ParametersThe Agreement Request process requires parameters to identify the Auto Agreement Generation (Self Service Mode), Agreement Type, Queue for assigning, Agreement Template, and email template for notification. If the parameters are identified based on the values in the agreement record, Agreement Rules can be defined to identify these parameters.

• Drafting an AgreementWhile drafting an agreement, Conga CLM can accommodate any Agreement template type (Sales, Procurement, Services, Intellectual Property, etc.). The Out-of-the-box system does not have default Agreement types.